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The Parting Guide is a powerful, all-in-one tool designed to help families navigate the often overwhelming process of closing out a loved one’s estate. More than just a resource—it’s a meaningful way for agents to continue serving families after the funeral, providing real support during a vulnerable time. In aftercare appointments, the guide becomes a natural bridge for building trust, deepening relationships, and offering value without pressure. It empowers agents to show up with compassion and purpose, strengthening customer loyalty while growing market share in a way that feels authentic and service-driven.
The Parting Guide Advantage: Building Trust and Market Growth
Section 1 focuses on understanding the aftercare appointment. Families are not planning funerals but closing out an estate, which is an opportunity to help, not sell. Prepare by reviewing their service details and costs to emotionally connect and transition into preplanning. These families are often more open than expected, so aim to offer support without making them feel like they’re planning again.
STep 1: Setting the Stage — Understanding the Appointment and Mindset
Section 2 focuses on building trust with compassion. The Parting Guide is a valuable tool for showing continued care and starting meaningful conversations. Before each appointment, take a moment to center yourself. Use the FORM method (Family, Occupation, Recreation, Message) to connect authentically. When introducing the Parting Guide, guide them through logging in and explain how it simplifies estate tasks and ensures nothing is missed.
Step 2: Building Connection — Guiding with Compassion and Trust
These families have just planned a funeral and are often more open to future conversations than expected. Your goal is to make them feel cared for, not like they’re planning again, by offering support and peace of mind with empathy and understanding.
Step 3: Delivering Value — From Education to Preplanning
